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    Daniel Afan-Jones

    Senior Partner - Apollo, St James's Place - Helping you achieve financial wellbeing in a world worth living in - Member BVCA

    Daniel Afan-Jones is a Senior Partner and Private Wealth Advisor at Apollo Private Wealth. He has a strong background as an entrepreneur and wealth advisor, with a focus on personalized financial planning and investment management. Afan-Jones is also the founder of Bonsai Smart Wealth, which offers a comprehensive financial ecosystem designed to provide tailored advice and services to clients.23

    He has been actively involved in various initiatives aimed at enhancing client engagement and service delivery within the wealth management sector. For instance, he recently launched a new brand identity for Apollo Private Wealth after extensive research and collaboration with expert agencies.25 His professional journey reflects a commitment to innovation in financial services, emphasizing the importance of understanding client needs and adapting to market changes.34

    Afan-Jones is known for his leadership in the industry, as evidenced by his participation in conferences and forums related to private wealth management.1 His educational background includes studies at Loughborough University, contributing to his expertise in the field.3

    Highlights

    Jul 5 · ipo.gov.uk
    Domestic Journal Number 2024/027 - Intellectual Property Office
    May 23 · bvca.co.uk
    [PDF] ESG Conference Programme - BVCA

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